Darling Ingredients
275 hedge funds and large institutions have $3B invested in Darling Ingredients in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 47 closing their positions.
277% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $4.89M
45% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 47
7% more funds holding
Funds holding: 257 → 275 (+18)
0% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 88
3.97% less ownership
Funds ownership: 99.83% → 95.86% (-4%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
35% less capital invested
Capital invested by funds: $4.59B → $3B (-$1.59B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$59.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$24.5M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$20.6M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$17.1M |
| 5 |
VH
ValueAct Holdings
San Francisco,
California
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$166M |
| 2 |
Goldman Sachs
New York
|
-$63.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$30M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$27.3M |
DAR Hedge Fund Activity: Q1 2020 in Review
275 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Darling Ingredients (DAR) for Q1 2020, worth a combined $3B — down 35% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DAR positions and 47 closed out — a net gain of 21 holders — while 88 added to existing stakes and 88 trimmed.
The largest buyer was Handelsbanken Fonder, adding an estimated $59.6M. The largest seller was BlackRock, cutting an estimated $166M.
- 275 institutional investors held Darling Ingredients (DAR) as of Q1 2020, up from 257 in Q4 2019.
- Funds reported $3B of Darling Ingredients stock for Q1 2020, down 35% quarter-over-quarter.
- 68 funds opened new Darling Ingredients positions in Q1 2020 and 47 closed out, a net change of +21 holders.
- The largest Darling Ingredients buyer in Q1 2020 was Handelsbanken Fonder, an estimated $59.6M added.
- The largest Darling Ingredients seller in Q1 2020 was BlackRock, an estimated $166M sold.
Based on aggregated 13F filings for Q1 2020.